Taylor Financial Group’s McDonald's MCD Stock Holding History

Taylor Financial Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$401K	Sell	1,738 -822	-32%	-$216K	0.22%	72
2026 Q2	$692K	Hold	2,560	–	–	0.38%	59
2026 Q1	$795K	Hold	2,560	–	–	0.48%	46
2025 Q4	$782K	Hold	2,560	–	–	0.46%	42
2025 Q3	$778K	Sell	2,560 -4	-0.2%	-$1.22K	0.45%	46
2025 Q2	$749K	Buy	2,564 +100	+4%	+$30.8K	0.47%	43
2025 Q1	$770K	Buy	2,464 +59	+2%	+$17.6K	0.54%	42
2024 Q4	$697K	Hold	2,405	–	–	0.48%	44
2024 Q3	$732K	Hold	2,405	–	–	0.51%	43
2024 Q2	$613K	Sell	2,405 -170	-7%	-$45.1K	0.47%	46
2024 Q1	$726K	Hold	2,575	–	–	0.55%	45
2023 Q4	$763K	Buy	+2,575	New	+$701K	0.63%	44

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Taylor Financial Group's MCD Position: Q3 2026 in Review

Taylor Financial Group reduced its McDonald's (MCD) stake by 32% in Q3 2026, selling an estimated $216K and leaving 1,738 shares worth $401K. The position accounts for 0.22% of the portfolio, ranked #72.

Taylor Financial Group first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $795K in Q1 2026. 2,057 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Taylor Financial Group held 1,738 shares of McDonald's worth $401K as of Q3 2026.
Taylor Financial Group sold 822 McDonald's shares in Q3 2026, an estimated $216K.
McDonald's made up 0.22% of Taylor Financial Group's portfolio in Q3 2026, its #72 holding.
Taylor Financial Group first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Taylor Financial Group's McDonald's position peaked at $795K in Q1 2026.
2,057 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.